Lorenz Private Trustees

What Lorenz Private Trustees does

Lorenz Private Trustees is an independent professional fiduciary firm founded in 1975 by Jane B. Lorenz in Southern California. The firm specializes in trust administration, estate settlement, probate administration, court accountings, and fiduciary management of complex assets for high-net-worth and ultra-high-net-worth individuals and families. Its core services include successor trustee representation, distribution advisory, asset protection, and trust protector engagements. As a non-bank independent fiduciary, the firm is differentiated from institutional trust companies by its ability to customize services and retain each client's existing investment plan without proprietary investment products or internal investment mandates.

The firm is staffed by 20 team members, including five trustee partners who are licensed attorneys, CPAs, and California Licensed Professional Fiduciaries (CLPF). It operates from five offices—Temecula (headquarters and administrative base), San Diego, Beverly Hills, Newport Beach, and Portsmouth, New Hampshire—with the New Hampshire office specifically positioned to leverage the state's favorable perpetual trust, directed trust, and asset protection statutes for clients nationwide. Technology infrastructure consists of specialized trust accounting software, secure multi-terabyte document storage, and standard communication channels; the firm is not a technology product company.

Revenue is generated through two streams: percentage-based fiduciary management fees (0.35% to 1.9% of trust estate value) for ongoing trust administration and post-death administration, and hourly professional fees ($90–$395 depending on matter type and professionals involved) for court accountings, estate settlement, and specialized services. Client acquisition is driven entirely by professional referrals from estate planning attorneys, CPAs, and financial advisors, supplemented by speaking engagements at estate planning conferences. The firm is privately held by its partner fiduciaries with no external institutional investors, and it traces a family succession lineage from founder Jane Lorenz through stepdaughter Marguerite Lorenz, son Clay Spiegel, and subsequent partner additions.

Name

Lorenz Private Trustees

Legal name

Lorenz Fiduciary Services, Inc.

Website

https://mytrustee.net

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

11–50 employees

Short description

Lorenz Private Trustees is an independent professional fiduciary firm serving high-net-worth and ultra-high-net-worth families across California, New Hampshire, Washington, and Oregon with trust administration, estate settlement, probate, and complex asset fiduciary services delivered by licensed attorneys, CPAs, and California Licensed Professional Fiduciaries.

Ownership category

akta.pro rank

Product category

Trust and Estate Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Directed Trust & Trust Advisory Services (FSAAANAK), Estate, Gift & Trust Valuation (BPAHANAL)

Keywords

• Trust administration services
• Estate settlement
• Probate administration
• Private fiduciary services
• Fiduciary management

Headquarters

HQ city

Temecula

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fiduciary Management Fees: Ongoing trust administration and fiduciary management fees are charged as a percentage of assets under management, typically ranging from 0.35% to 1.9% of the trust estate value. These fees are determined on a case-by-case basis depending on the matter complexity, per the trust instrument, and applicable law.
2. Hourly Professional Services: Hourly fees for professional services may range from $90-395 depending on the matter type and the professionals working on it (attorneys, CPAs, fiduciaries). These fees apply to various services including trust administration, estate settlement, court accountings, and probate administration.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Lorenz Private Trustees is an independent, non-bank professional fiduciary firm that serves as private trustee and executor, administering trusts and estates, settling estates, handling probate administration, preparing court accountings, managing complex and alternative assets (including real estate, corporations, cryptocurrency, firearms, and mineral rights), and acting as distribution advisor, asset protection specialist, and trust protector for high-net-worth and ultra-high-net-worth individuals and families. The firm customizes services to each client's trust instrument and applicable law rather than imposing proprietary investment products or institutional mandates.

Product overview

Lorenz Private Trustees operates as a single unified professional services firm offering licensed private fiduciary and trustee services. The firm specializes in trust administration, trust and estate accounting, probate administration, estate settlement, court accountings, fiduciary management of complex assets, distribution advisory, asset protection, and trust protector services for ultra-high-net-worth families. As an independent, non-bank fiduciary firm, they customize services to client needs and retain client investment plans without proprietary investment products. The company is not a technology product company but rather a service business providing professional fiduciary services through licensed private trustees and executors.

Differentiator

Problem solved

Functional benefit

Products and services

• Lorenz Private Trustees - Fiduciary Services
• Trust Administration
• Estate Settlement
• Probate Administration
• Court Accountings
• Fiduciary Management of Complex Assets
• Distribution Advisor
• Asset Protection
• Trust Protector for Ultra-High-Net-Worth Families

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Crescent Trust & Estate Services: Independent professional fiduciary firm providing trustee, executor, and estate administration services to HNW families. A direct comparable peer in the independent private trustee category.
• Fiduciary Trust International: Standalone trust company providing investment management, trust and estate administration, and custody services. Operates as an independent (non-bank) trustee comparable to Lorenz's positioning.
• Glenmede: Independent investment and trust company with no proprietary funds, providing fiduciary, trust administration, and wealth advisory services to UHNW families. Closely mirrors Lorenz's independent, conflict-free positioning.
• Whittier Trust Company: Independent multi-family office and trust company providing fiduciary, investment, and estate administration services to HNW/UHNW clients across multiple U.S. offices. Directly comparable as a non-bank, multi-generational private trustee competing for the same client base as Lorenz.

Broad incumbents

• Pathstone: Independent, partner-owned advisory firm providing family office, investment management, and trust services to UHNW families. Overlaps with Lorenz on independent fiduciary services for complex multi-generational wealth.
• Bank of America Private Bank: Large bank trust department offering personal trust, estate settlement, and wealth structuring services. Cited in Lorenz's own team biographies as a prior employer, indicating direct labor market and client overlap.
• Bessemer Trust: One of the largest independent private wealth and investment management firms serving ultra-high-net-worth families. Offers trust administration, estate settlement, and fiduciary services as part of a broader multi-family office platform; competes for the same UHNW trust mandates Lorenz targets.
• Northern Trust: Major bank-affiliated wealth manager with a substantial Personal Trust Services business serving HNW and UHNW individuals. Represents the institutional incumbent that Lorenz explicitly differentiates against on conflict-of-interest grounds.

Emerging players

• Aspen Legacy Planning: Multi-state independent fiduciary and trust services firm focused on HNW estate administration with offices across the western U.S. Comparable to Lorenz as a regional independent trustee.

Others

• Independent Trustee Alliance: Professional association/network of independent private trustees where Lorenz's Co-Founder Marguerite Lorenz serves as Vice-Chair. Represents an ecosystem of comparable independent fiduciary firms rather than a single competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lorenz-fiduciary-services
• Xx.com/LPTrustees
• Facebookfacebook.com/LorenzPrivateTrustees

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lorenz Private Trustees